- Invelo's Help Desk
- CRM - 2.0
- Contacts
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Getting Started
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List Builder - 2.0
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Inbox - 2.0
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CRM - 2.0
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Marketing - 2.0
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Workflows & Automations - 2.0
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Analytics - 2.0
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Integrations - 2.0
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System & Settings - 2.0
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Webinars
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Masterclasses
- The 4 Principles to Scaling Your Business with Cody Hofhine
- Lease Options 101 with Joe McCall
- Find, Screen, and Keep Key Talent with Jason Lewis
- Online Marketing for Motivated Sellers with Trevor March
- Why You’re Not Taking Action with John Jackson
- 7 Roadblocks to Women Investing with Andresa Guidelli & Elizabeth Faircloth
- The Pursuit of Excellence with Patrick Precourt
- The Magic of Seller Financing with Andrew Schlag
- Raising Capital - Building Trust & Relationships with Investors with Sir Brad Blazar
- Scaling Your Capital Stack with Matt Rodak
- Growing Your Dealflow Through Paid Lead Generation with Mike Hambright
- Men's Health - The Testosterone Epidemic with Ali Gilbert
- Build Your Business Through Cashflow Management with David Richter
- How to Buy and Sell Beautiful Homes in Beautiful Neighborhoods with Ron LeGrand
- How to Convert More of the Leads You Are Already Getting with Justin Colby
- Fool Proof Financial Formula - How to Buy the Most Profitable Deals with Pamela Bardhi
- How to Turn Your Real Estate Hustle Into a Real Estate Empire with Kent Clothier
- Unlocking Success - Mastering Mindset and Building Winning Teams with Tony Javier
- Developing a Winning Selling Process and Overcoming Objections with Confidence with Steve Trang
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FAQs
Manually add a contact
Learn how to add one contact into your database
Add an Individual Contact
- Navigate to the Contacts section. Then click the Add button on the top left corner of the page.
- A pop-up will show to add a new contact.
- Enter the contact's first and last name and optionally add a company name. Then, select the contact type from the dropdown, such as buyer, lender, banker, real estate agent, etc.
- A phone number, email, or mailing address is required to save the contact. Once you click on Save, the contact will now be added to your Contacts section.